DESTINATION WEALTH MANAGEMENT of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 110365). Regulatory assets under management: $4.9B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Allen Yoshikami | CEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEE | — |
| Craig Dwayne Gentry | PRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNER | — |
| David Francis Wilkinson | CHIEF COMPLIANCE OFFICER | — |
| Jessica S Lambruschini-Coy | MANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGER | — |
| YOSHIKAMI MICHAEL ALLEN | CEO; CEO AND FOUNDER, CHAIRMAN PORTFOLIO STRATEGY COMMITTEE; CEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEE (+1 more) | — |
| CHIN GEORGE KUNG WAI | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT (+3 more) | — |
| JACQUES ROBERT KEITH | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| STICE ALEXIS BRINCK | CHIEF COMPLIANCE OFFICER | — |
| CRAWFORD ANGELA MARIE | CHIEF COMPLIANCE OFFICER | — |
| WRIGHT ANGELA MARIE | CHIEF COMPLIANCE OFFICER | — |
| LAMBRUSCHINI-COY JESSICA S | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, HR MANAGER; MANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGER (+1 more) | — |
| Gentry Craig Dwayne | EXECUTIVE VICE PRESIDENT & EXECUTIVE PARTNER, CHIEF INVESTMENT STRATEGIST; PRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNER | — |